Latest / The Investing for Beginners Podcast - Your Path to Financial Freedom
Meta’s AI Spending: Genius Move or Zuck Losing It?
Meta is spending aggressively on AI infrastructure—and the big question is whether that’s visionary or reckless. Andrew frames Meta as primarily an advertising business today, while Stephen digs into what Meta’s leadership is signaling about 2026–2027 capex visibility (and how murky “2028 and beyond” still looks). From there, the conversation turns into what investors actually have to believe to own Meta: trust in Zuckerberg’s control and decision-making, plus a belief that AI becomes a durable, monetizable platform shift.
Then you get into the messy parts: trust (AI agents with access to…
The skinny
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